VT vs VYM: fund overlap
ETF comparisons / VT vs VYM
VANGUARD TOTAL WORLD STOCK INDEX FUND compared with VANGUARD HIGH DIVIDEND YIELD INDEX FUND
VANGUARD TOTAL WORLD STOCK INDEX FUND
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
606 companies held in both funds
| Shared company | VT | VYM |
|---|---|---|
| BROADCOM INC AVGO | 1.72% | 8.04% |
| JPMorgan Chase & Co JPM | 0.71% | 3.35% |
| Exxon Mobil Corp XOM | 0.58% | 2.72% |
| JOHNSON & JOHNSON JNJ | 0.49% | 2.31% |
| Caterpillar Inc CAT | 0.37% | 1.72% |
| AbbVie Inc ABBV | 0.33% | 1.56% |
| CISCO SYSTEMS, INC. CSCO | 0.32% | 1.52% |
| Chevron Corp CVX | 0.32% | 1.51% |
| THE PROCTER & GAMBLE COMPANY PG | 0.31% | 1.44% |
| Bank of America Corp BAC | 0.30% | 1.44% |
| UnitedHealth Group Inc UNH | 0.30% | 1.41% |
| Home Depot Inc/The HD | 0.29% | 1.37% |
| THE COCA-COLA COMPANY KO | 0.27% | 1.28% |
| Oracle Corp ORCL | 0.24% | 1.13% |
| Merck & Co Inc MRK | 0.24% | 1.13% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.23% | 1.07% |
| Philip Morris International Inc PM | 0.23% | 1.07% |
| Texas Instruments Inc TXN | 0.23% | 1.07% |
| Wells Fargo & Co WFC | 0.23% | 1.06% |
| RTX Corp RTX | 0.21% | 0.98% |
| Linde PLC LIN | 0.21% | 0.98% |
| Pepsico, Inc. PEP | 0.19% | 0.91% |
| MORGAN STANLEY MS | 0.19% | 0.90% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.19% | 0.90% |
| CITIGROUP INC. C | 0.19% | 0.88% |
Based on the holdings compared above
VT and VYM overlap by 21.3% by weight, across 606 shared companies.
The largest companies held in both funds are BROADCOM INC, JPMorgan Chase & Co, Exxon Mobil Corp, JOHNSON & JOHNSON, Caterpillar Inc.
Holding both means 21.3% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
VT has a 0.06% expense ratio and VYM has 0.04%.
VT has a weighted P/E of 22.5 and VYM has a weighted P/E of 21.1.
See the companies and duplicated exposure across every fund you hold.